Bolthouse Farms

& Preferred Strategies

• Implementing End-To-End BI for JD Edwards

David Reed, ERP/BI Manager

Agenda

• Introductions

• Bolthouse Farms

• The Selection Process

• Decision Process

• Lessons Learned

• Live Demonstration

Introductions

• Adam Crigger – Preferred Strategies

• David Reed - Bolthouse Farms

• Booth 1227

• iPad Raffle

Bolthouse Farms

• Leading Grower and Producer of Carrots

• #1 Vendor of Premium Juices and Beverages

• Growing Distribution / Transportation Business

Bolthouse JDE/BI Environment

• ERP Environment

– JDE 8.12

– iSeries Enterprise Server

– Full Financials (including Fixed Assets)

– Full Distribution (including Adv. Pricing)

– Full Production

• BI Environment

– Business Objects XIR2 w/Crystal Reports

– BO Data Integrator for ETL

– MS SQL2008 ODS

– Business Planning & Consolidation (BPC)

Why Did We Need a BI Solution?

• New Management w/ New Business

Requirements

• Lots of Data, Little Information

• Development Team Overwhelmed

• Long JDE Development Lifecycle

The Selection Process

• Selection Narrowed to 4 “Best in Class” Vendors

– Business Objects, Cognos, Microsoft, Microstrategy

– Gartner Search, Google, Internal Feedback

• Selection Process

– RFP

– Demonstrations

– Narrow The Field

– Proof of Concept

Proof Of Concept - Business

Proof Of Concept - IT

Business Objects MicroStrategy Cognos

Real Time Monitoring

Demonstrated ability to refresh data in real time.

Presented Dashboard to demonstrate real time monitoring.

Overall ease of use / intuitiveness

Real Time Monitoring Total 0 0 0

Ad Hoc Reporting

Demonstrated ability to create Queries off of Reports

Intuitiveness of Ad-Hoc query tool.

Overall ease of use / intuitiveness

Ad Hoc Reporting Total 0 0 0

Microsoft Integration

Was able to e-mail reports to users.

Ability to embed charts/data in Microsoft documents

Easy to update embedded charts/data

Overall ease of use / intuitiveness

Microsoft Integration Total 0 0 0

Top 10 Report

Ability to quickly generate reports showing only a "top 10".

Ability to publish report out to other users.

Ability to do "top 10" on multiple criteria.

Overall ease of use / intuitiveness

PoC Scoring

Evaluation Results

Vendor #1 Vendor #2

Business

Objects Vendor #3

Functionality 6.10 7.80 8.77 7.13

User

Experience

6.24 7.74 8.79 6.93

Scalability 6.05 7.27 8.33 7.33

Average Score 6.13 7.60 8.63 7.13

Deciding Factors in Selection

• Cost Did NOT a End Up Being a Major Factor

• Time to Implement

• Proven JDE Integration

• Implementation Partner

Implementation Timeline

• Installation Began In Early May

• Up and Running in 1 Week!

• One Month for Highly Customized Sales

Universe

• Subsequent Universes < 1 Week (testing!)

• BPC Implemented in 3 Months (too fast!)

Lessons Learned

• Consider the Complexity of Your IT Environment

• Involve the Power User Base

• Consider All Tools in Your Toolbox

• TCO (software, licensing, time to implement,

technology, etc.)

• Your Data is Not As Clean As You Think!

How Has BI Changed Bolthouse?

• Pressure Taken Off of IT for Reporting Needs

– Still need to train and mentor, but scales quickly

• Sales Opportunities Identified

• Executive and BoD Reporting Streamlined

Live Demo!

Figures Modified for Demonstration